Paul A. Carl, Jr., Vice President, works with retirement plan sponsors and their valued employees to help establish and maintain paths toward a successful financial retirement. He actively draws on his Department of Labor regulatory and corporate retirement industry experience to apply a unique combination of ERISA and fiduciary expertise to Administration, Plan Design, Investments, Plan Costs, and Participant Education. Paul also consults on legislative matters concerning retirement and periodically presents on ERISA-related topics to plan sponsors, peer advisors, and other retirement service providers.
Build, Grow, & Enjoy A Legacy of Generational Wealth